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Pallas Capital Advisors’s Apple AAPL Stock Holding History

Pallas Capital Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.6M Buy
216,473
+17,792
+9% +$5.09M 1.93% 5
2026
Q1 		$50.4M Sell
198,681
-37,853
-16% -$9.85M 1.9% 5
2025
Q4 		$64.3M Sell
236,534
-11,768
-5% -$3.16M 2.12% 5
2025
Q3 		$63.2M Sell
248,302
-4,182
-2% -$945K 2.33% 5
2025
Q2 		$51.8M Sell
252,484
-9,396
-4% -$1.9M 1.97% 5
2025
Q1 		$58.2M Buy
261,880
+30,863
+13% +$7.15M 2.42% 3
2024
Q4 		$57.9M Buy
231,017
+7,035
+3% +$1.66M 2.48% 4
2024
Q3 		$51.6M Buy
223,982
+7,365
+3% +$1.64M 2.21% 5
2024
Q2 		$48.6M Buy
216,617
+15,101
+7% +$2.82M 2.19% 4
2024
Q1 		$34.6M Buy
201,516
+11,036
+6% +$2.01M 1.44% 6
2023
Q4 		$36.7M Sell
190,480
-1,413
-0.7% -$261K 1.95% 3
2023
Q3 		$32.7M Buy
191,893
+9,557
+5% +$1.75M 1.99% 4
2023
Q2 		$35.4M Sell
182,336
-15,757
-8% -$2.75M 1.6% 4
2023
Q1 		$32.8M Buy
198,093
+10,656
+6% +$1.57M 3.06% 4
2022
Q4 		$25.8M Sell
187,437
-2,734
-1% -$391K 2.62% 5
2022
Q3 		$26.4M Buy
190,171
+3,549
+2% +$557K 2.94% 3
2022
Q2 		$28.8M Buy
186,622
+6,725
+4% +$1.02M 3.96% 4
2022
Q1 		$29.7M Sell
179,897
-23,229
-11% -$3.91M 3.8% 4
2021
Q4 		$33M Buy
203,126
+777
+0.4% +$123K 4.02% 3
2021
Q3 		$30.7M Buy
202,349
+62,412
+45% +$9.19M 3.37% 3
2021
Q2 		$20.6M Buy
139,937
+24,571
+21% +$3.18M 2.88% 3
2021
Q1 		$14.6M Buy
+115,366
New +$14.8M 3.26% 3

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pallas Capital Advisors's AAPL Position: Q2 2026 in Review

Pallas Capital Advisors increased its Apple (AAPL) stake by 9% in Q2 2026, buying an estimated $5.09M and bringing the position to 216,473 shares worth $62.6M. The position accounts for 1.93% of the portfolio, ranked #5.

Pallas Capital Advisors first reported a position in AAPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $64.3M in Q4 2025. 6,137 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Pallas Capital Advisors held 216,473 shares of Apple worth $62.6M as of Q2 2026.
  • Pallas Capital Advisors bought 17,792 Apple shares in Q2 2026, an estimated $5.09M.
  • Apple made up 1.93% of Pallas Capital Advisors's portfolio in Q2 2026, its #5 holding.
  • Pallas Capital Advisors first reported a position in Apple in Q1 2021 and has held it in 22 quarters since.
  • Pallas Capital Advisors's Apple position peaked at $64.3M in Q4 2025.
  • 6,137 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.